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| 1 | +# 📊 Sales Analyst Agent |
| 2 | + |
| 3 | +This agent empowers business analysts and sales teams to generate actionable insights from internal sales data, using conversational AI to simplify reporting, aggregation, and trend analysis. |
| 4 | + |
| 5 | +--- |
| 6 | + |
| 7 | +## 💼 Use Cases |
| 8 | + |
| 9 | +- **Sales Report Automation**: Summarize KPIs and revenue metrics from uploaded sales files. |
| 10 | +- **Region-wise Performance Analysis**: Identify top-performing territories by revenue, margin, or units sold. |
| 11 | +- **Trend Breakdown & Forecasting**: Analyze historical data and forecast upcoming quarter performance using built-in analytics tools. |
| 12 | +- **File-driven Q&A**: Ask natural language questions about Excel sales files, and receive grounded, contextual answers. |
| 13 | + |
| 14 | +--- |
| 15 | + |
| 16 | +## 🧩 Tools |
| 17 | + |
| 18 | +This agent is powered by **Azure AI Agent Service**, and integrates the following tools: |
| 19 | + |
| 20 | +- **File Search**: To extract and reference structured data from uploaded sales spreadsheets. |
| 21 | +- **Code Interpreter**: To perform on-the-fly calculations, summaries, and scenario modeling based on user input. |
| 22 | + |
| 23 | +The agent can be customized via `template.py` and deployed with Azure infrastructure-as-code (e.g., Bicep or ARM). |
| 24 | + |
| 25 | +--- |
| 26 | + |
| 27 | +## ⚙️ Setup Instructions |
| 28 | + |
| 29 | +### Prerequisites |
| 30 | +WIP |
| 31 | + |
| 32 | +--- |
| 33 | + |
| 34 | +## 🧠 Architecture Overview |
| 35 | + |
| 36 | + |
| 37 | + |
| 38 | +--- |
| 39 | + |
| 40 | +## 💬 Example Agent Interactions |
| 41 | + |
| 42 | +**User**: What were the total sales in Q4 2024 across the Pacific Northwest? |
| 43 | +**🔍 Agent Response**: File Search pulls data rows for Q4 2024 and region = Pacific Northwest; Code Interpreter sums total sales. |
| 44 | + |
| 45 | +--- |
| 46 | + |
| 47 | +**User**: Can you compare average order value by region for last year? |
| 48 | +**🔧 Agent Response**: Code Interpreter calculates and visualizes average order value per region. |
| 49 | + |
| 50 | +--- |
| 51 | + |
| 52 | +**User**: I just uploaded a new CSV file—can you check if there’s a drop in sales in Q1 2025 compared to Q4 2024? |
| 53 | +**🔍 Agent Response**: File Search locates relevant time periods, Code Interpreter computes and compares sales metrics. |
| 54 | + |
| 55 | +--- |
| 56 | + |
| 57 | +**User**: Generate a quick summary of our revenue by product category for the last 6 months. |
| 58 | +**🔧 Agent Response**: Code Interpreter generates a table and pie chart based on filtered data. |
| 59 | + |
| 60 | +--- |
| 61 | + |
| 62 | +## 🛠 Customization Tips |
| 63 | + |
| 64 | +- **Connect to Live Data Sources** |
| 65 | + Extend with connectors to Azure SQL, Power BI datasets, or Dynamics 365 for real-time reporting. |
| 66 | + |
| 67 | +- **Enrich with Metadata Tags** |
| 68 | + Pre-process uploaded files with tags (e.g., region, channel, product line) to improve retrieval accuracy. |
| 69 | + |
| 70 | +- **Forecast with External Signals** |
| 71 | + Integrate a market trends tool or embed economic indicators to improve forecasting reliability. |
| 72 | + |
| 73 | +- **Add Executive Dashboard Mode** |
| 74 | + Change the `system_message` to generate polished summaries suitable for leadership review. |
| 75 | + |
| 76 | +- **Support for Multi-file Comparison** |
| 77 | + Modify the tool logic to handle cross-file comparisons for multi-quarter or multi-region datasets. |
| 78 | + |
| 79 | +--- |
| 80 | + |
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